Derivatives Trading at William O’Neil Securities
Precision-Driven Options Execution Backed by 60+ Years of Expertise
At William O’Neil Securities, our derivatives trading desk delivers best-in-class options execution rooted in institutional-grade strategy, proprietary insights, and continuous collaboration. We act as an extension of your trading desk, providing full-service support, deep market intelligence, and high-touch execution to maximize your return potential in dynamic market environments.
Why Trade Derivatives with O’Neil?
Market Timing with Proprietary O’Neil Methodology (OM)
Our edge lies in timing. Using OM, we identify key inflection points where stocks, indices, and ETFs transition from equilibrium into actionable trends. By integrating quantitative signals, fundamental drivers, and technical patterns, we act at the highest-probability moments for outsized gains.
Dedicated, Veteran Trading Team
Led by industry veterans Ali Agboatwalla and Robert Gregorio, our team brings over 40 years of combined derivatives experience from top institutions including Morgan Stanley, JP Morgan, Barclays, BNP Paribas, and more. Our traders own the order alongside you, staying in close contact to help time rolls, optimize strike selection, implement volatility strategies, and refine stock replacement ideas.
Custom, High-Impact Options Structures
We craft bespoke derivative strategies aligned with your portfolio goals, including:
• Call/Put Spreads, Collars, Calendar Spreads
• Volatility Trades (IV vs RV, skew, mean reversion)
• 0DTE trades based on intraday momentum and VWAP
• Merger Arbitrage, Dispersion, Thematic Basket vs. Index Ideas
• Cash/Futures Arbitrage, Optimal Stock & Index Rolls
Real-Time Consultancy for Strategic Execution
Our approach goes beyond order routing. We provide:
• Strike Optimization
• Delta Hedging Strategy Support
• Volume & Open Interest Analysis
• Earnings Volatility Screening
• Technical Analysis & Positioning Guidance
• Institutional Flow Analysis & Event Setup
With real-time feedback and ongoing collaboration, we ensure you capitalize on every opportunity—from initial entry to final exit.
Strategic Framework & Research Integration
• We apply a layered, data-driven strategy framework built on:
• Volatility screening (1M IV vs. RV across multi-year lookback)
• Pre-earnings skew & term structure shifts
• Institutional options flow analysis
• OI positioning and trend shifts
• Technical pattern recognition (e.g., golden cross, volume spikes)
• Fundamental catalysts (earnings, macro trends, rating changes)
Unique Value: No Conflicts. No Hidden Books. Just Your Performance.
At O’Neil, our mandate is simple: help clients generate outsized returns. We do not operate a proprietary book, maintain no banking interests, and offer unbiased trading guidance. Everything we do is aligned with your outcomes.
Examples of Recent Trade Themes
• IV Crush After Earnings – Capitalizing on implied volatility drops post-event
• 0DTE Momentum Trades – Intraday setups based on VWAP/volume surges
• Sector Rotations & Thematic Baskets – Positioning for Fed policy shifts, AI infrastructure, defense, tariffs
• Roll Optimization – Historical behavior modeling for dividend-adjusted rolls
